Financial Assistant (Public) provides assistance to the Public Financial Associates. Assists in the financing of taxable and tax-exempt bonds. Being a Financial Assistant (Public) prepares business reports, proposals, and presentations. Coordinates meetings and communications between all parties involved with transactions. Additionally, Financial Assistant (Public) verifies compliance with NASD and other regulations and completes all required filings for a deal. Familiar with underwriting policies, practices, and regulations. May require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Public) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Public) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Country Financial, Bridget Evans Agency is a growing insurance company serving Northern Nevada and beyond. The Office Assistant/ Insurance Agent will be responsible for data entry, customer service, collecting, tracking and reviewing documentation for Property and Casualty Insurance as support to the agent as well as identify other opportunities and needs for clients.
Responsibilities and Duties
Licensing: Property Casualty insurance license required
Education : High school diploma required.
Experience : Strong administrative skills and phone skills are needed. Strong computer skills are needed. Good writing skills and ability to effectively communicate to clients. Experience with Microsoft Outlook and Word and the ability to learn new computer systems.
Personal requirements: Requires an individual with professional office image who has strong organizational ability who manages time and priorities well. Ability to be precise and accurate. Must communicate effectively, both verbally and in writing. Assertiveness with a tactful, direct approach is necessary. Possess the ability to exercise critical thinking, problem solving and judgment. Must work well independently and part of a team. Must maintain strict confidentiality at all times, both in and out of the workplace.
Physical Requirements/Working Conditions:
Job Types: Full-time, Part-time
Pay: $18.00 - $20.00 per hour
Benefits:
Schedule:
Ability to commute/relocate:
Experience:
Work Location: In person
0 Financial Assistant (Public) jobs found in Reno, NV area